ESOP · DOL Form 5500 · 2022

The Essex Agency, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
19
Participants Small participant base
26th
Percentile by assets National rank
$56,145
Avg per participant Low balance/head
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Official DOL plan name: The Essex Agency, Inc. Employee Stock Ownership Plan · Sponsored by The Essex Agency, Inc. · Vermont · Finance & Insurance

$1M in assets, 19 participants

The Essex Agency, Inc.'s The Essex Agency, Inc. Employee Stock Ownership Plan reported $1M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 26th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,567 in Finance & Insurance (9,261 peers)

The Essex Agency, Inc. multi-year trail

The Essex Agency, Inc.'s plans moved -58.8% in assets from 2022 to 2024; this filing shows The Essex Agency, Inc. Employee Stock Ownership Plan at $1M / 19 participants.

#1,567
in Finance & Insurance (9,261 peers)
-3.3%
assets change YoY

The plan reported a net loss of $36K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Essex Agency, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

The Essex Agency, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,066,753 26th percentile higher than 26% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Essex Agency, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Essex Agency, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 030229768 · The Essex Agency, Inc. PY 2022 · ESOP

The Essex Agency, Inc. Employee Stock Ownership Plan · $1M · 19 · 26th

  • PHOTO $1M
  • PHOTO 19
  • PHOTO 26th
  • PHOTO ESOP
  • PHOTO near Myers Bancshares, Inc. Employee Stock Ownership Plan
  • PHOTO ind #1567

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Vermont →

The Essex Agency, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Essex Agency, Inc. Employee Stock Ownership PlanThe Essex Agency, Inc. Emplo…$1MMyers Bancshares, Inc. Employee Stock Ownership PlanMyers Bancshares, Inc. Emplo…$1MShintech Incorporated Employee Stock Ownership PlanShintech Incorporated Employ…$1MRdc Services, Inc. Employee Stock Ownership PlanRdc Services, Inc. Employee …$1MRecord Printing Co. , Inc. of Story City Employee Stock Ownership PlanRecord Printing Co. , Inc. o…$1M
End-of-year total assets ($M) among The Essex Agency, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Essex Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Essex Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$440K 58.77902382275935% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $1.07M $0.44M ▼ -58.9%
Year Plans Participants Total Assets
2022 1 19 $1M
2023 1 20 $440K
2024 1 N/A $440K

The Essex Agency, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$36K
Employer EIN030229768
Plan Effective Date1996-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Essex Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. -1000100200300400500 -1000100200300400500 Total assets ($M) Participants The Essex Agency, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.066753 · Participants: 19The Essex Agency, Inc. Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership Plan
The Essex Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare The Essex Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Essex Agency, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Myers Bancshares, Inc. Employee Stock Ownership Plan in OK ($1M); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Essex Agency, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
The Essex Agency, Inc. Employee Stock Ownership Plan edged down modestly - down 3.3% during 2022, from $1M to $1M. Reported net income was -$36K.
How have The Essex Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Essex Agency, Inc.'s sponsor-wide assets declined 58.8%, from $1M to $440K.
Which ESOP plans are similar in size to The Essex Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Myers Bancshares, Inc. Employee Stock Ownership Plan in OK ($1M, 106 participants).
Which ESOP plans cover a similar participant headcount to The Essex Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants, $730K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030229768.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.